How to meet the needs of the next generation of clients
Research shows a growing client demand for discussion about values and goals to be a standard part of any professional advisory practice. In addition to this, it is widely believed that understanding the new dynamics created by the next generation of wealth holders will play an important role in the future success of any advisory practice.
After the successful session of our Walk in my shoes, where we discussed the importance for professional advisors to develop impactful and suitable approaches to address clients' values, motivations, ambitions, and goals, we are now keen to go deeper into this topic with our amazing speakers.
Chair: George King, Partner, MASECO Private Wealth
Panel: Stephanie Brobbey, Founder and Director, The Good Ancestor Movement; Pippa Garland, Partner, Charity and Social Business Partner, Russell Cooke; Lily Lewis, Founder and CEO, The Processi Initiatives
CPD 60 minutes (1 hour) self-certified CPD points
Terms and conditions
Prior registration is required. Following registration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.
Please note we can only accept credit/debit cards as methods of payment for the web-event. Payment must be made by credit/debit card at time of booking. It is regretted that refunds of purchased of web-events are not permissible, nor bookings transferable to another participant/registrant name. All bookings are considered binding once the online registration form is submitted and booking completed.